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Chloe Lise Levy

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-08
  • TX RA
    APPROVED
    Since 2020-12-08

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Plano TX 02/2020 Present
Charles Schwab Tysons Corner VA 06/2019 08/2019
Founding Farmers Tysons Corner VA 01/2016 08/2018
Sushi Nara Oxford OH 06/2018 04/2019
Miami University Of Ohio Oxford OH 08/2016 12/2019
Ngo Monitor Jerusalem 06/2018 08/2018
Charles Schwab Bank, Ssb Plano TX 08/2021 Present
  • 02/2020 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 06/2019 → 08/2019
    Charles Schwab
    Tysons Corner, VA
  • 01/2016 → 08/2018
    Founding Farmers
    Tysons Corner, VA
  • 06/2018 → 04/2019
    Sushi Nara
    Oxford, OH
  • 08/2016 → 12/2019
    Miami University Of Ohio
    Oxford, OH
  • 06/2018 → 08/2018
    Ngo Monitor
    Jerusalem
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-08
  • S66 Uniform Combined State Law Examination
    2020-12-08
Other Names
  • Chloe Levy

View on SEC IAPD

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RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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